Marcus Payne Advanced E&S

About the Program

WSIA's Marcus Payne Advanced E&S curriculum consists of wholesale distribution issues and best practices, industry regulatory issues, marketing, the claims process, and the reinsurance impact upon the wholesale, specialty and surplus lines industry from top industry professionals who bring years of experience and expertise. Participants look at current industry issues and trends and leave with comprehensive information to apply immediately to strengthen any business. Networking and interacting with peers is also a valuable component of this program.

Wholesale, specialty and surplus lines industry executives serve as instructors, and the program includes a variety of self-directed learning tools such as study groups, case studies, student led presentations, panels and informal networking sessions. Marcus Payne Advanced E&S curriculum places a primary emphasis on hands-on learning.

Watch a short video to learn more about Marcus Payne Advanced E&S and what past participants have to say about their experiences.

Who Should Attend

The Marcus Payne Advanced program is designed for insurance professionals with multiple years of experience in the surplus lines industry. Past participants of WSIA's Excess & Surplus Lines program are strongly encouraged to attend. Completion of the WSIA Excess & Surplus Lines program is not a prerequisite.

Registration and Fees

Registration for the 2020 Marcus Payne Advanced E&S program opens August 2020. Those wishing to be notified early to register for the 2020 program, should click here to join the waitlist.

Registration is $1,375 per participant and includes hotel accommodations and meals on-site.

Any questions regarding registration may be directed to Denise Marshall, denise@wsia.org.

What Alumni Have to Say

Read feedback from past attendees about their experiences at Marcus Payne Advanced E&S.

Marcus Payne Advanced E&S Topics

The Broker/Underwriter Relationship* - Discuss the dynamics in the placement of business between excess and surplus lines company underwriters and transactional brokers.

The program is filed for Continuing Education credit in the following states:

Alabama
Florida
Massachusetts
New York
Virginia

Arizona
Georgia
Missouri
Pennsylvania
Washington

California
Illinois
North Carolina
Tennessee
Wisconsin

Colorado
Maine
New Jersey
Texas

For states not listed, WSIA is happy to request CE in those specific states. Requests must be made in writing by registered attendees of the program no fewer than 60 days prior to start of the course. While WSIA cannot guarantee states outside of the above list will approve a course for CE in time for the program, 60 days is generally the time length for most states to complete the certification process.

2020 Executive Panel

2020 panelists to be announced.

Schedule of Events

Registration and Room Check-in will be located at the Parkway Hotel. All other functions will be held within walking distance at the Eric P. Newman Center. This schedule is subject to change.

Sunday, November 8

4:00 - 4:45 p.m.

Registration & Room Check-In (Parkway Hotel Lobby)

4:45 - 5:30 p.m.

Registration & Room Check-In (EPNEC Lobby)

5:30 - 6:15 p.m.

Opening Reception

6:15 - 7:30 p.m.

Dinner

7:30 - 8:30 p.m.

Opening Comments and Introduction

8:30 - 9:15 p.m.

Hospitality

Monday, November 9

7:00 - 8:00 a.m.

Breakfast Buffet

8:00 - 10:00 a.m.

The Broker/Underwriter Relationship

10:15 a.m. - Noon

Creating Surplus Lines Customer Value

12:05 - 1:00 p.m.

Luncheon Buffet (Pictures 12:00-12:05)

1:00 - 3:00 p.m.

The Devil’s In The Details

3:15 - 4:45 p.m.

Avoiding the Sting

6:30 - 8:00 p.m.

Drinks & Casual Dinner (off-property)

Tuesday, November 10

7:00 - 8:00 a.m.

Breakfast Buffet

8:00 - 10:00 a.m.

Reinsurance in the Specialty Marketplace

10:15 - Noon

Conquering Financial Statements

Noon - 1:00 p.m.

Luncheon Buffet

1:00 - 3:15 p.m.

The Claims Experience

3:30 - 5:00 p.m.

Executive Panel

5:15 - 7:30 p.m.

Reception and Hors d'oeuvres with Executive Panel

Wednesday, November 11

7:00 - 8:00 a.m.

Breakfast Buffet

8:00 - 11:00 a.m.

Case Study

11:00 - 11:30 a.m.

Final Evaluations, Certificate Presentation & Departure

Session Location

Sessions are held at The Eric P. Newman Education Center, located within walking distance of the hotel, at the Washington University Medical Center.

Hotel Accommodations

Attendees stay at The Parkway Hotel, 4550 Forest Park Blvd., St. Louis, MO. The hotel is located on the campus of Washington University Medical Center and housing is handled by WSIA as part of the attendee registration process.

Travel Information

Students should schedule travel to arrive on-site before 4:00 p.m. on Sunday, November 8 and depart the training facility after 11:15 a.m. on Wednesday, November 11.

Marcus Payne Advanced E&S Cancellation Policy

Registrants can receive a full refund, less a $50 fee for processing, if the request is made by September 28.

Registrants can receive a 50% refund between September 28 and October 12.

No refund is offered after October 12.

All cancellation requests must be made in writing to Denise Marshall, denise@wsia.org.